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Applied Optoelectronics price target lowered to $30 from $50 at Northland

Northland analyst Tim Savageaux lowered the firm’s price target on Applied Optoelectronics (AAOI) to $30 from $50 and keeps an Outperform rating on the shares. Despite a significant revenue ramp, much higher operating expenses drive continued losses and the share count has “doubled since the AI Optical saga began,” the analyst tells investors in a post-earnings note. The impact of the expense base and share count on long term earnings upside are “significant,” the analyst added.

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